Apple Inc.
AAPL- Exchange
- Nasdaq
- Industry
- Electronic Computers
- SEC CIK
- 0000320193
In the last 90 days, Apple Inc. insiders filed 0 open-market purchases and 8 sales; 6,150 institutions reported holding it in 13F filings for Q2 2026, worth $2.80T in total; 11 superinvestors hold it, including Berkshire Hathaway and H&H International Investment.
13F holders, Q4 2021
Institutional positions in Apple Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,404
- +613 vs. Q3 2021
- Shares held
- 9.52B
- +71.4M (+0.8%) vs. Q3 2021
- Total value
- $1.69T
- +$349.7B (+26.1%) vs. Q3 2021
- New holders
- 681
- 1,523 more added
- Sold out
- 68
- 1,960 more reduced
68 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,150 | $2.80T |
| Q1 2026 | 6,135 | $2.40T |
| Q4 2025 | 6,131 | $2.61T |
| Q3 2025 | 5,617 | $2.35T |
| Q2 2025 | 5,600 | $1.93T |
| Q1 2025 | 5,608 | $2.08T |
| Q4 2024 | 5,672 | $2.36T |
| Q3 2024 | 5,106 | $2.17T |
| Q2 2024 | 5,133 | $1.98T |
| Q1 2024 | 5,024 | $1.61T |
| Q4 2023 | 4,977 | $1.81T |
| Q3 2023 | 4,619 | $1.60T |
| Q2 2023 | 4,595 | $1.82T |
| Q1 2023 | 4,525 | $1.55T |
| Q4 2022 | 4,556 | $1.21T |
| Q3 2022 | 4,347 | $1.29T |
| Q2 2022 | 4,340 | $1.28T |
| Q1 2022 | 4,391 | $1.66T |
| Q4 2021 | 4,403 | $1.69T |
| Q3 2021 | 3,859 | $1.34T |
| Q2 2021 | 3,879 | $1.31T |
| Q1 2021 | 3,855 | $1.17T |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Apple Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 74,066 | $13.2M | 6.22% | +74,066 | New |
| Lakeview Capital Partners, LLC | 74,043 | $13.1M | 7.70% | −15,834−17.6% | Reduced |
| Mezzasalma Advisors, LLC | 74,010 | $13.1M | 7.05% | +2,670+3.7% | Added |
| New Capital Management LP | 73,829 | $13.1M | 6.81% | +10.0% | Added |
| Paradigm Financial Partners, LLC | 73,800 | $13.1M | 2.75% | +1,108+1.5% | Added |
| CoreFirst Bank & Trust | 73,753 | $13.1M | 8.47% | −3,670−4.7% | Reduced |
| Delta Financial Advisors LLC | 73,616 | $13.1M | 5.33% | −322−0.4% | Reduced |
| Solstein Capital, LLC | 73,547 | $13.1M | 7.87% | −18,100−19.7% | Reduced |
| Chronos Wealth Management, LLC | 73,529 | $13.1M | 7.91% | −1,283−1.7% | Reduced |
| Bulltick Wealth Management, LLC | 73,514 | $13.1M | 2.66% | −40,596−35.6% | Reduced |
| Bridge Creek Capital Management LLC | 73,433 | $13.0M | 4.47% | −3,253−4.2% | Reduced |
| Somerset Trust Co | 73,371 | $13.0M | 4.75% | −3,087−4.0% | Reduced |
| Nicolet Bankshares Inc | 73,228 | $13.0M | 2.87% | −5,589−7.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 73,152 | $13.0M | 0.47% | +299+0.4% | Added |
| Iron Financial, LLC | 73,110 | $13.0M | 5.79% | +2,894+4.1% | Added |
| Heron Bay Capital Management | 73,063 | $13.0M | 6.40% | +694+1.0% | Added |
| Eidelman Virant Capital | 72,935 | $13.0M | 4.79% | −2,225−3.0% | Reduced |
| Kaizen Financial Strategies | 72,920 | $12.9M | 9.70% | −10,570−12.7% | Reduced |
| UMA Financial Services, Inc. | 75,171 | $12.9M | 3.39% | +5,656+8.1% | Added |
| High Note Wealth, LLC | 72,863 | $12.9M | 4.36% | +538+0.7% | Added |
| Lee Financial Co | 72,808 | $12.9M | 2.43% | −1,276−1.7% | Reduced |
| Clear Perspective Advisors, LLC | 72,742 | $12.9M | 3.92% | +4,101+6.0% | Added |
| Morningstar Investment Management LLC | 72,710 | $12.9M | 1.96% | +72,710 | New |
| Triton Wealth Management, PLLC | 73,629 | $12.9M | 6.69% | −2,258−3.0% | Reduced |
| Nicola Wealth Management Ltd. | 72,500 | $12.9M | 1.21% | +3,000+4.3% | Added |
| VeraBank, N.A. | 72,366 | $12.8M | 6.50% | +2,330+3.3% | Added |
| TCWP LLC | 72,163 | $12.8M | 2.54% | +72,163 | New |
| Cardinal Capital Management | 72,090 | $12.8M | 2.54% | −183−0.3% | Reduced |
| Mosaic Family Wealth, LLC | 72,033 | $12.8M | 3.33% | −1,256−1.7% | Reduced |
| KRS Capital Management, LLC | 71,916 | $12.8M | 10.95% | +71,916 | New |
| Full Sail Capital, LLC | 79,837 | $12.8M | 1.12% | −3,150−3.8% | Reduced |
| Cheviot Value Management, LLC | 71,833 | $12.8M | 2.99% | +1,490+2.1% | Added |
| Chapman Investment Management, LLC | 71,760 | $12.7M | 5.83% | +9,425+15.1% | Added |
| Alapocas Investment Partners, Inc. | 71,765 | $12.7M | 9.78% | +71,765 | New |
| Bradley & Co. Private Wealth Management, LLC | 71,670 | $12.7M | 10.20% | −432−0.6% | Reduced |
| Cable Hill Partners, LLC | 71,571 | $12.7M | 2.62% | −2,916−3.9% | Reduced |
| Legacy Wealth Management, LLC | 71,261 | $12.7M | 6.48% | −345−0.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 72,015 | $12.7M | 6.11% | +4,471+6.6% | Added |
| High Net Worth Advisory Group LLC | 71,177 | $12.6M | 4.41% | +71,177 | New |
| Gables Capital Management Inc. | 70,956 | $12.6M | 7.51% | −980−1.4% | Reduced |
| Peoples Financial Services Corp. | 70,783 | $12.6M | 4.89% | +290+0.4% | Added |
| Indiana Trust & Investment Management CO | 70,626 | $12.5M | 5.79% | −483−0.7% | Reduced |
| Gemsstock Limited | 70,600 | $12.5M | 4.81% | −38,000−35.0% | Reduced |
| McDonough Capital Management, Inc | 70,569 | $12.5M | 10.19% | +70,569 | New |
| Independence Bank of Kentucky | 70,447 | $12.5M | 5.11% | −5,438−7.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 70,443 | $12.5M | 7.93% | −525−0.7% | Reduced |
| Capital International Ltd | 70,446 | $12.5M | 0.64% | −481−0.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 70,410 | $12.5M | 5.30% | −1,003−1.4% | Reduced |
| Bogart Wealth, LLC | 70,407 | $12.5M | 1.13% | +8,291+13.3% | Added |
| Hixon Zuercher, LLC | 70,377 | $12.5M | 6.28% | +532+0.8% | Added |
| Aevitas Wealth Management, Inc. | 70,264 | $12.5M | 7.43% | −698−1.0% | Reduced |
| Lloyd Park, LLC | 70,224 | $12.5M | 9.88% | +70,224 | New |
| Aj Wealth Strategies, LLC | 70,209 | $12.5M | 0.59% | +12,578+21.8% | Added |
| Fortitude Advisory Group L.L.C. | 70,080 | $12.4M | 6.35% | +70,080 | New |
| Golden Green, Inc. | 69,974 | $12.4M | 10.00% | −179−0.3% | Reduced |
| Bray Capital Advisors | 69,915 | $12.4M | 3.04% | +520+0.7% | Added |
| JT Stratford LLC | 69,783 | $12.4M | 3.39% | +1,088+1.6% | Added |
| Founders Financial Securities LLC | 69,778 | $12.4M | 2.23% | −2,154−3.0% | Reduced |
| Georgetown University | 69,691 | $12.4M | 4.41% | +69,691 | New |
| Horizon Investment Services, LLC | 69,622 | $12.4M | 5.66% | +359+0.5% | Added |
| Greystone Financial Group, LLC | 69,444 | $12.3M | 2.95% | +10,276+17.4% | Added |
| Keystone Wealth Services, LLC | 69,422 | $12.3M | 5.00% | +69,422 | New |
| Alaethes Wealth LLC | 69,415 | $12.3M | 7.76% | +92+0.1% | Added |
| All Terrain Financial Advisors, LLC | 69,393 | $12.3M | 5.23% | −829−1.2% | Reduced |
| Orleans Capital Management Corp | 69,338 | $12.3M | 6.99% | +1,037+1.5% | Added |
| Stolper Co | 69,304 | $12.3M | 5.48% | −496−0.7% | Reduced |
| JSF Financial, LLC | 69,235 | $12.3M | 5.98% | −21,272−23.5% | Reduced |
| Armstrong Henry H Associates Inc | 69,224 | $12.3M | 1.29% | −3,344−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 69,177 | $12.3M | 0.61% | +4,034+6.2% | Added |
| Oak Harbor Wealth Partners, LLC | 69,150 | $12.3M | 4.23% | +69,150 | New |
| Capital Market Strategies LLC | 69,109 | $12.3M | 10.10% | +69,109 | New |
| Consilium Wealth Advisory, LLC | 69,102 | $12.3M | 7.95% | +69,102 | New |
| David R. Rahn & Associates Inc. | 69,008 | $12.3M | 5.40% | +1,388+2.1% | Added |
| Intelligence Driven Advisers, LLC | 76,668 | $12.3M | 2.25% | +658+0.9% | Added |
| Corbenic Partners LLC | 68,976 | $12.2M | 2.38% | +2,421+3.6% | Added |
| EverSource Wealth Advisors, LLC | 68,916 | $12.2M | 3.43% | +68,916 | New |
| Rock Point Advisors, LLC | 68,909 | $12.2M | 3.45% | −1,672−2.4% | Reduced |
| NatWest Group plc | 68,882 | $12.2M | 6.30% | +3,744+5.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 68,864 | $12.2M | 0.07% | −4,935−6.7% | Reduced |
| Cypress Capital, LLC | 68,787 | $12.2M | 1.39% | +21,303+44.9% | Added |
| M. Kulyk & Associates, LLC | 68,753 | $12.2M | 3.16% | +9,586+16.2% | Added |
| Family Capital Trust Co | 68,721 | $12.2M | 3.41% | +3,825+5.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 68,637 | $12.2M | 3.59% | +1,474+2.2% | Added |
| Abbot Financial Management, Inc. | 68,579 | $12.2M | 5.44% | −1,250−1.8% | Reduced |
| Alterity Financial Group, LLC | 68,574 | $12.2M | 13.15% | +68,574 | New |
| Soundwatch Capital LLC | 68,547 | $12.2M | 2.63% | 00.0% | Unchanged |
| Harbor Advisory Corp | 68,511 | $12.2M | 4.93% | −2,841−4.0% | Reduced |
| Capital Insight Partners, LLC | 68,471 | $12.2M | 2.47% | −3,354−4.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 68,410 | $12.2M | 0.87% | +68,410 | New |
| Baxter Bros Inc | 68,406 | $12.1M | 1.76% | +510+0.8% | Added |
| Orion Capital Management LLC | 68,357 | $12.1M | 6.90% | −634−0.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 68,319 | $12.1M | 9.68% | +68,319 | New |
| Almanack Investment Partners, LLC. | 68,266 | $12.1M | 0.98% | +342+0.5% | Added |
| Bay Rivers Group | 68,261 | $12.1M | 7.41% | +653+1.0% | Added |
| Platte River Wealth Advisors, LLC | 69,190 | $12.1M | 4.15% | −2,114−3.0% | Reduced |
| Howard Financial Services, Ltd. | 68,201 | $12.1M | 3.67% | −450−0.7% | Reduced |
| Charles Carroll Financial Partners, LLC | 68,153 | $12.1M | 12.02% | +68,153 | New |
| DeDora Capital, Inc. | 68,504 | $12.1M | 9.06% | −4,837−6.6% | Reduced |
| Icon Wealth Partners, LLC | 68,375 | $12.1M | 1.21% | −29,832−30.4% | Reduced |
| Keudell/Morrison Wealth Management | 68,010 | $12.1M | 4.77% | −2,537−3.6% | Reduced |